Meet Jason

Jason S. Min, CLTC, LUTCF is a Wealth Advisor with Eagle Strategies, LLC a Registered Investment Adviser since 1999.  Min received his Bachelor of Arts (BA) degree in Law & Society emphasis in Economics from the University of California at Santa Barbara.

 

Jason has been appointed as a member of the prestigious President's Council 2002, 2003, 2015 and Executive Council on numerous occasions in 1999 and 2001 and 2004-2014^.  He served as a board member for AAB in 2006 and 2007, an advisory board which represents over 170 members in the Los Angeles and Pasadena General Offices.  He earned his designations of LUTCF (Life Underwriter Training Council), CLTC (Certified Long Term Care) from The Corporation of Long Term Care Certification, Inc. and is an 9 year qualifying member of MDRT* (Million Dollar Round Table).  He also completed the Harvard Business Management Series in 2005 and continues his professional education in estate planning, investment strategies, and asset protection.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mr. Min has a very diverse background. After graduating from UCSB, he worked as a marketing manager at a plastic injection molding company, VME, one of the chief vendors for companies such as Canon and Burton Medical. 

Two years later, in 1996, he partnered with his brother as the VP of Operations for V Inc., a furniture manufacturing company.  The company was a supplier to Ikea, Costco and other large companies.  He worked there for three years, managing over 150 employees and improving revenues and profit margins.  At the same time, Jason started an internet company selling window covering products, linking major brand manufacturers directly with consumers nationwide.

Finally in 1999, after enjoying success in both business ventures, he joined Eagle Strategies, LLC and has been here ever since.  Being a financial adviser would prove to be his ultimate calling in life because of his natural ability to build strong relationships, help clients realize their ultimate goals and conquer them. For the past seven years Jason has been a member of a professional estate planning study group comprised of only the most experienced and knowledgeable attorneys, estate planners, financial advisors, insurance agents, and CPAs.  He works with individuals as well as business owners to establish well designed life plans.  As a former business owner himself,  Jason has an in-depth understanding of what a successful business needs.

Having the resources of accomplished experts close at hand, Jason works to execute and administer the following:

  • Qualified Plans (i.e. 401(k), defined benefit funding, profit sharing)
  • Business Succession
  • Tax Advantaged Strategies
  • Estate Planning
  • Asset Protection
  • Employee Benefit Plans (i.e. group medical** and disability plans**)

 

His goal is to work with clients on an individual basis to learn their exact needs to find customized solutions by:

  • Crystallizing objectives
  • Determining current situation
  • Identifying issues and considerations
  • Finding Solutions

 

With access to highly-qualified advanced consultants and adept attorneys, Jason and his professional resources have extensive experience in well-executed Trusts, such as Living trusts, Bypass trusts, Spousal Lifetime Access Trusts ( SLAT), GRAT and Irrevocable trusts (Dynasty Trusts).

During his personal time, the former water polo player and senior lifeguard enjoys outdoor sports such as skiing, golfing, and swimming.  He also takes pleasure in reading, especially when it involves financial topics.  He has been an avid investor himself since college. 

 

 

Neither New York Life Insurance Company nor its agents provide tax, legal or accounting advise.

**Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

*MDRT is recognized throughout the industry as the standard of excellence in life insurance production performance.

^New York Life high production achievement recognition.